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Getting Started with PeopleSoft Supply Chain Management Inventory
PeopleSoft SCM Inventory Overview
PeopleSoft SCM Inventory Business Processes
Common Elements Used in Inventory
PeopleSoft SCM Inventory Integrations
PeopleSoft SCM Inventory Implementation
Preparing to Implement PeopleSoft Inventory
Defining Serial Control and Shipping Serial Control
Defining Staged-Date Tracking
Defining the Negative Inventory Option
Setting Up Location Accounting
Setting Up Business Unit and Item Options
Defining Order Fulfillment Processing
Using Workflow in PeopleSoft Inventory
Enabling ChartField Security
Defining Your Operational Structure in PeopleSoft Inventory
Establishing a PeopleSoft Inventory Business Unit Structure
Defining PeopleSoft Inventory Business Unit Attributes
Defining PeopleSoft Inventory Business Unit Display Options
Setting Up Demand Priority Rules
Establishing Operation Closure Dates
Structuring Inventory
Understanding Inventory Material Storage Structures
Setting Up PeopleSoft Inventory Structure Tables
Defining and Maintaining Material Storage Locations
Searching for Material Storage Locations
Viewing Material Storage Location Information
Establishing Putaway and Picking Zones
Defining and Maintaining Containers
Processing Electronic Data Interchange Transactions in PeopleSoft Inventory
Understanding EDI Transactions
Processing Outbound EDI Transactions
Processing Inbound EDI Transactions
Receiving and Putting Away Stock
Understanding Receiving and Putaway Processing
Prerequisites
Using Cross Docking
Setting Up Putaway Defaults and Rules
Calling Directed Putaway
Staging Items Manually for Putaway Processing
Staging Interunit Transfer and RMA Receipts
Staging Interunit Transfers Using an Electronic Data Collection System
Staging RMA Receipts Using an Electronic Data Collection System
Loading Items Into the Putaway Staging Tables
Preparing Putaway Plans
Generating the Putaway Plan Report
Entering Stockroom Feedback
Entering Stockroom Feedback Using an Electronic Data Collection System
Putting Items Away
Recording Express Putaway
Recording InterUnit Expensed Issue Returns
Replenishing Inventory
Understanding Inventory Replenishment Processing
Defining Replenishment Options
Creating and Modifying Replenishment Requests
Using the Fixed Picking Replenishment Workflow
Reviewing and Printing Fixed Bin Restocking Requests
Integrating With a Third-Party Forecast Planning Application
Understanding Order Fulfillment Processing
The Order Fulfillment Process
Configuration of Order Fulfillment
Fulfillment Process Exceptions
Fulfillment Lead Times
EIPs for Fulfillment Transactions
Utilizing the Fulfillment Engine
Understanding the Fulfillment Engine
Understanding Fulfillment Engine Processing Groups and Commit Levels
Setting Up the Fulfillment Engine Processing Options
Setting Up the Picking Location Default Structure
Working with UOM on Fulfillment Transaction Requests
Processing Inbound EIPs for the Fulfillment Engine
Setting Up the Templates for the Fulfillment and Shortage Workbenches
Using the Fulfillment Workbench
Processing Fulfillment Transaction Requests from the Staging Tables
Handling Errors with the Fulfillment Engine
Setting Up Fulfillment at the Business Unit and Item Levels
Defining Business Unit Fulfillment Options
Defining Fulfillment Options for Specific Business Unit and Item Combinations
Defining Cross Docking
Defining Reservation and Backorder Rules
Understanding the Reservation, Backorder, and Shortage Processes
Setting Up Reservation and Backorder Rules
Applying Reservation and Backorder Rules
Defaulting Rules to Sales Orders
Creating Orders for Fulfillment
Understanding Methods of Order Creation
Understanding Demand
Creating Order Numbers
Creating or Modifying Orders Online in PeopleSoft Inventory
Creating Online Orders Using Express Issue in PeopleSoft Inventory
Creating Orders Using Data From a Third-Party System
Creating Sales Orders Using PeopleSoft Order Management
Sourcing Demand from PeopleSoft Purchasing
Creating Return to Vendor (RTV) Stock Requests
Using Par Location Management to Create Orders
Accepting Stock Requests from PeopleSoft Supply Planning
Processing Work Orders from PeopleSoft Maintenance Management
Approving Stock Requests Manually
Monitoring Order Fulfillment Status
Performing Inventory Substitute Analytics
Changing, Canceling, and Holding Orders
Understanding Changing, Canceling, and Holding Orders
Changing the Fulfillment State of an Order to an Earlier State
Changing Information on an Order
Setting up the Demand Change Configuration
Using Change Order Rules
Changing Orders Using the Maintain Stock Request Component
Canceling or Holding Orders Within PeopleSoft Inventory
Allocating Orders in Demand Fulfillment
Understanding Allocations and Pre-Allocations
Creating a Pre-Allocation
Creating a Lot Allocation
Using Routes and Loads in Fulfillment Processing
Understanding Routes and Loads
Common Elements Used in Understanding Routes and Loads
Setting Up Routes
Maintaining Route Schedules and Orders
Managing Loads
Working With Product Kits in Order Fulfillment
Understanding Product Kits
Adding Product Kits to a Material Stock Request
Re-Exploding Product Kits
Releasing Product Kits
Printing Product Kits on a Pick Plan
Viewing Product Kits in Demand Fulfillment
Promising and Reserving Inventory
Understanding Inventory Reservations
Understanding Reservations for Different Types of Items
Understanding the Order Line Processing Sequence
Running the Reserve Materials Process
Correcting Reservation Errors
Calculating Available-To-Promise Quantity
Managing Stock Requests Online
Using the Fulfillment Workbench to Reserve or Promise Orders
Reserving Using the Fulfillment Engine EIP
Managing Stock Shortages
Understanding Shortage Handling in PeopleSoft Inventory
Common Elements Used in Shortage Workbench
Setting Up the Shortage Workbench
Using the Shortage Workbench
Picking Inventory
Understanding the Picking Process
Understanding Planned Release Quantities
Understanding Directed Picking
Assigning Fixed Picking Locations
Identifying and Resolving Picking Shortages
Overpicking
Picking to Stage
Using the Order Release Request Run Control
Creating Shipping Order Release EIPs
Entering Picking Feedback Online
Entering Picking Feedback Using an Electronic Data Collection System
Using the Fulfillment Workbench to Pick Orders
Picking Using Fulfillment Engine Integration Points
Confirming Picked Inventory
Creating Radio Frequency Identification Tags
Packing Orders for Shipment
Understanding Shipping Containers and Packing Sessions
Common Elements Used in Packing Sessions
Creating Shipping Containers
Using Wedge Commands in Packing Sessions
Packing Stock Into Shipping Containers
Changing Information for Packed Shipping Containers
Working with Shipping Containers and Shipping Serial IDs Using an Electronic Data Collection System
Viewing Shipping Container and Shipping Serial Information
Shipping Inventory
Understanding the Shipping Business Process
Understanding Shipping Rules
Common Elements Used in Understanding Shipping Rules
Using the Shipping/Issues Component
Shipping from the Fulfillment Workbench
Shipping with the Fulfillment Engine Process Pages
Shipping Using the Fulfillment Engine EIPs
Depleting Inventory Balances
Shipping and Invoicing Orders Automatically
Delaying the Billing and Costing of Inventory Shipments
Viewing Shipment Backlogs
Creating Shipping Documentation
Creating Bills of Lading and Shipping Manifests
Printing Shipping Reports
Generating Shipping Documents Before Shipment
Creating Advanced Shipping Notices
Creating Internal Location Expected Receipts
Creating Interunit Expected Receipts
Transferring Stock Between Business Units
Understanding Stock Transfers Between Business Units
Setting Up Interunit and Intercompany Transfers
Performing Interunit and Intercompany Transfers
Staging Sales Orders and Intercompany Transfers for PeopleSoft Billing
Receiving Intercompany Transfers
Identifying Interunit and Intercompany Transfers for Export and Intrastat Reporting
Canceling In-Transit Interunit Transfers
Making Interunit Stock Inquiries
Creating Interunit Transfers in India with Duties and Taxes
Creating Interunit Transfers in India with the India Goods and Services Tax
Using Bonded Customs Warehouses Within India
Fulfilling Work Orders from Maintenance Management
Understanding Work Order Item Fulfillment from PeopleSoft Inventory
Planning Work Order Needs Using Inventory Replenishment
Committing, Pre-Allocating, and Reserving Work Orders
Creating a Pick Plan for Work Order Items
Issuing Items to a Work Order
Integrating Work Orders with a Mobile Device
Managing Consigned Purchases Inventory
Understanding Consigned Purchases in Inventory Management
Setting up the System for Consigned Purchases in Inventory Management
Performing Consignment Transactions
Reporting Consigned Inventory Usage
Using Vendor Managed Inventory
Understanding Vendor Managed Inventory
Understanding VMI Integration Points
Setting Up Vendor Managed Inventory
Performing Vendor Managed Inventory Processes
Creating and Using VMI Enterprise Integration Points
Creating Billing-Only Sales Orders
Performing Inquiries for VMI Transactions
Managing Par Inventory
Understanding Par Location Management
Creating Par Locations
Counting Par Location Inventory
Replenishing Par Locations
Correcting Par Location Data Errors
Calculating Average Par Location Usage
Conducting Par Inventory Inquiries
Deleting Par Locations
Maintaining Multiple Par Locations
Tracking Material Usage
Understanding the Material Usage and Reconciliation Business Process
Common Elements Used in Tracking Material Usage
Capturing Material Usage
Reconciling Material Usage with Receipts
Entering Material Usage
Inquiring About Material Usage and Receipts
Generating Material Usage and Reconciliation Reports
Reporting Issues History
Printing Item Usage Labels
Counting Inventory Stock
Understanding Counts
Common Elements Used in Count Dates and Times
Setting Up Inventory Counts
Creating Counting Events
Collecting Counting Data using the Physical Inventory EIP
Entering Count Data from a Counting Sheet Report
Using Manual Counting Events
Creating Reconciliation Reports
Updating Counting Events
Updating Stock Quantities
Calculating Utilization Type Classifications
Making Stock Quantity Adjustments and Transfers Within the Business Unit
Understanding Stock Quantity Adjustments and Transfers in a Business Unit
Understanding Adjustments for Return to Vendor Stock
Understanding the Transfer of Allocated Stock
Making Adjustments Online
Making Adjustments Using the Inventory Adjustment EIP
Recording Adjustments Using the Transaction Page
Making Stock Location Transfers Online
Transferring Materials Using the Inventory Transfer EIP
Recording Inventory Transfers Using the Transaction Page
Managing Inventory Status
Understanding Inventory Status
Common Elements Used in Understanding Inventory Status
Maintaining Inventory Status
Recording Inventory Item Comments
Managing Item Lots
Understanding Lot Management
Inspecting Item Lots
Using Lot Trace and Lot Composition Inquiries and Reports
Analyzing Inventory Using PeopleSoft Insights
Understanding PeopleSoft Insights for Inventory
Setting up Insights Dashboards for Inventory
Analyzing Inventory Using PeopleSoft Insights
Inquiring and Reporting About On-Hand Stock
Understanding On-Hand Inventory Reporting
Viewing Transaction History
Inquiring About Item Usage and Receipts
Using the IN Populate Usage Desktop Application Engine Process
Updating Item Usage Totals
Viewing Material Usage Totals by Items, Customers, and Transactions
Checking Item Availability
Providing Item Availability Checks to Third-Party Systems
Viewing Item Balances
Providing Inventory Balances to Third-Party Systems
Performing Stock Inquiries
Identifying Slow Moving Inventory
Using Tree-Based Stock Information
Monitoring Inventory Quantity Balances
Defining Item Quantities
Defining Demand Quantities
Confirming Quantity Data with Inventory Balance Audit Reports
Calculating Historical Lead Time
Understanding Historical Lead-Time Calculations
Making Historical Lead Calculations
Using the Supply /Demand WorkCenter
Understanding the Supply/Demand WorkCenter
Understanding the Supply/Demand WorkCenter - My Work
Understanding the Supply/Demand WorkCenter - Links
Understanding the Supply/Demand WorkCenter - Queries
Understanding the Supply/Demand WorkCenter - Reports and Processes
Understanding Alerts
Configuring the Supply /Demand WorkCenter
Setting Up and Viewing Mass Changes to the Supply / Demand WorkCenter
Using the Supply /Demand Dashboard
Understanding the Supply/Demand Dashboard
Common Elements Used When Setting Up and Using the Supply/Demand Dashboard
Setting up the Supply/Demand Dashboard User Configuration
Creating Templates for the Supply/Demand Dashboard
Analyzing Supply and Demand Using the Supply/Demand Dashboard
Using the PeopleSoft Fluid Cost Balancing WorkCenter
Understanding the PeopleSoft Fluid Cost Balancing WorkCenter
Using the PeopleSoft Fluid Cost Balancing WorkCenter
Managing Inventory Table Locks
Understanding Inventory Table Locks
Releasing Locks on Inventory Tables
Understanding the Purge and Archive Processes
Understanding the Purge and Archive Processes
Purging Inventory Data
Generating Flat File Formats for Purging Routines
Archiving Shipping and Pegging History
Scenarios for PeopleSoft Supply Chain Management Inventory
Understanding The Scenarios for PeopleSoft Supply Chain Management Inventory
Delivered Workflows for PeopleSoft Supply Chain Management Inventory
Scenario 1: Using Auto Processing in Demand Fulfillment
Scenario 2: Using Direct Processing in Demand Fulfillment
Scenario 3: Using the Fulfillment Workbench to Handle Exceptions
PeopleSoft Inventory Reports
PeopleSoft Inventory Reports: A to Z
PeopleSoft Inventory Selected Reports
Report Samples